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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,098 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,263 | $44,229+52.1% | $155,789-56.8% | $55,191+21.9% |
| Participation rate | 48.8% | 60.8%-12.0pp | 76.1%-27.3pp | 69.2%-20.3pp |
| Annual return | -1.66% | 0.37%-2.0pp | 71.54%-73.2pp | 10.78%-12.4pp |
| Employer contribution / active EE | $1,008 | $1,317-23.5% | $3,839-73.8% | $1,899-46.9% |
| Participant deferral / active EE | $2,167 | $2,851-24.0% | $4,798-54.8% | $3,046-28.9% |
| Admin fee / account holder | $130 | $86+50.4% | $7,477-98.3% | $91+42.8% |